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B. Riley Wealth Advisors, Inc.: CLOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on CLOX, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 22,225 CLOX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,225 shares
    Change vs previous 13F -542 shares

    0.02% of the 13F portfolio, value $569,180.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,767 shares
    Change vs previous 13F -9,734 shares

    0.03% of the 13F portfolio, value $582,959.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 32,501 shares
    Change vs previous 13F +10,075 shares

    0.05% of the 13F portfolio, value $830,887.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 22,426 shares
    Change vs previous 13F -6,404 shares

    0.03% of the 13F portfolio, value $572,089.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 28,830 shares
    Change vs previous 13F -370 shares

    0.04% of the 13F portfolio, value $737,187.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 29,200 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $747,520.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 29,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $744,257.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).